See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,919 | $91,407+19.2% | $135,903-19.9% | $71,457+52.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 81.9%+5.6pp | 67.9%+19.6pp |
| Annual return | 20.92% | 29.90%-9.0pp | 68.23%-47.3pp | 28.85%-7.9pp |
| Employer contribution / active EE | $5,643 | $3,703+52.4% | $4,856+16.2% | $2,588+118.1% |
| Participant deferral / active EE | $11,976 | $7,092+68.9% | $7,758+54.4% | $4,289+179.2% |
| Admin fee / account holder | $516 | $1,266-59.2% | $10,762-95.2% | $1,587-67.5% |